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AllocatorsPlancorporate pension<100m

National Machinery LLC Retirement Plan and Trust

Allocators

Tiffin, OH

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Search this name across graphsid dfx:al:5fed79eb-7ecd-46d8-a62c-f5e470df003c

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 10:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $250,951latest reading; see basis
Assets as of: Dec 29, 2024
Assets basis: REPORTED
Funded ratio: 102%
Participants: 107
Commitments: 9with an amount; holdings are counted apart
Managers: 1
Funds: 9
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 29, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 29, 2023
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Lgcp S&p 500 Index Sa-Z	Principal	Pooled vehicle	$4.2M	Dec 29, 2023	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$4.1M	Dec 29, 2023	Separate account	Dol form 5500 pension
Prin Capital Appr Sa-R3	Principal	Pooled vehicle	$22,735	Dec 29, 2023	Separate account	Dol form 5500 pension
Prin Equity Income Sa-Z	Principal	Fixed income	$17,049	Dec 29, 2023	Separate account	Dol form 5500 pension
Prin Midcap S&p 400 Idx Sa-Z	Principal	Pooled vehicle	$10,039	Dec 29, 2023	Separate account	Dol form 5500 pension
Prin Largecap Growth I Sa-Z	Principal	Pooled vehicle	$9,447	Dec 29, 2023	Separate account	Dol form 5500 pension
Prin Short-Term Income Sa-Z	Principal	cash	$7,783	Dec 29, 2023	Separate account	Dol form 5500 pension
Prin Core Fix Inc Sep Acct-Z	Principal	Pooled vehicle	$7,631	Dec 29, 2023	Separate account	Dol form 5500 pension
Prin Core Plus Bond Sep Acct-Z	Principal	Fixed income	$7,602	Dec 29, 2023	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$9,094	Dec 29, 2023	Derived
Pooled separate accounts	n/a	n/a	n/a	97	$8.3M	Dec 29, 2023	Derived
Registered investment companies	n/a	n/a	n/a	3	$272,038	Dec 29, 2023	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
SMS Retirement	actuary	Dec 30, 2022	Dec 29, 2023	no	fact	Dol form 5500 pension
Principal	custodian	Dec 30, 2022	Dec 29, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← National Machinery LLCPlan sponsorPlan sponsor
Dec 30, 2022 to presentfactForm 5500

Advised by (2)

→ SMS RetirementInvestment consultantactuary
Dec 30, 2022 to Dec 29, 2023factForm 5500
→ PrincipalInvestment consultantcustodian
Dec 30, 2022 to Dec 29, 2023factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Show 2 bookkeeping events

Occurred
Dec 29, 2024
National Machinery LLC Retirement Plan and Trust total assets $9M -> $250,951 (-97.1%, 2023-12-29 to 2024-12-29)
Occurred
Dec 30, 2023
National Machinery LLC Retirement Plan and Trust funded ratio 97.8% -> 101.9% (2022-12-30 to 2023-12-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:5fed79eb-7ecd-46d8-a62c-f5e470df003c
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.